Skip to content
← For accountants & bookkeepers

Enter your idea

For accountants & bookkeepers: Workpapers

Categories

(thinking…)

Workpapers - Ability to use Custom Excel Templates

It's been mentioned previously but seems to have fallen off Xero's radar - the ability to use our own Excel workpapers within Xero workpapers would be fantastic.

162 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Adam Sellars shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.

Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.

The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.

We'll post an update as soon as we have any news to share.

Show previous admin responses (1)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Manish Rawat commented  ·   ·  Report

    Hi There,

    It would be greatly appreciated if you could implement a feature that allows the creation of an Excel worksheet as a new workpaper. This enhancement would enable us to save time by eliminating the need to prepare a separate worksheet before saving it into Xero workpapers.

    Thanks
    Manish

  • Jasmine Bishop commented  ·   ·  Report

    Hi Adam,

    I had a similar idea, the ATO reports W2 figures in a report (and PAYGI if you look) we should be able to export this and import into Xero Workpapers (wether CSV or PDF) so we don't have to manually type these out.
    If someone was also smart, they would request with the ATO (as they already have the information) the ability to build a report that shows all these items in order for us to export as a CSV file and import into xero workpapers.

  • Carolyn Nicol commented  ·   ·  Report

    Due to the lack of good functionality in standard Xero work papers, it is critical if we can continue to use these that we can use custom templates.